Wealth Adviser Assistant | Pretoria at PSG Konsult Ltd

Job description:

• PSG has an exciting opportunity for a financial services professional who has a passion for the Financial Services Industry.

Responsibilities:

• Gather policy information
• Research product information
• Prepare and implement financial planning and investment proposals
• Compile & process of new policy applications and quotations
• Assess tax/legal implications of investments
• Cash flow and performance calculations
• Pre-retirement planning calculations
• Handle and solve client enquiries
• Report new business statistics
• Prepare investment review appointments
• Keep track of assets under management
• Maintain Client Relationship Management system
• Rebalance and maintain of existing portfolios
• Prepare and distribute monthly/quarterly/annual statements / certificates / communication

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• 1-2 years working experience as a Para-planner or Adviser Assistant in the long term insurance financial services industry experience.
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office) and proficient in Excel
• Driver’s license and own vehicle

Recommended requirements:

• Completed RE5

Competencies required:

• Communication skills
• Problem-solving skills
• Analytical skills
• Attention to detail

Closing date:

25 May 2023